Christian Takushi MA UZH, Macro Economist & Geopolitical Strategist, Switzerland – 11 March 2018. (public release 72 hours delayed). I worked until Sunday on this analysis, and events over the past two days have further reinforced my assessment. The ousting of Mr. Tillerson and the arrival of Mr. Pompeo prepares the…

By Christian Takushi MA UZH, Switzerland – 6 & 14 Dec 2017. A defiant President Trump announced on December 6th 2017 that the USA was finally moving to implement the US Congress Jerusalem Embassy Act of 1995; formally accepting that Jerusalem is the capital of the State of Israel. President…

By Christian Takushi, Macro Economist & Geopolitical Strategist, 21 Oct 2017 – Switzerland. Dear reader ( we are monitoring underestimated developments in the Middle East, South Asia, Far East and Europe. We have said since early 2017 that a US Tax Reform is more likely than not, now consensus is joining our…

By Christian Takushi, Macro Economist & Geopolitical Strategist, 24 March 2017, Switzerland (released to the public on 22 April 2017 adapted) Humiliated by 2016 failures, Consensus is overemphasizing US-EU political risks. It understates geopolitical War Risk building up and the impact of Deregulation. Ironically, the EU risks shifting further left,…

By Christian Takushi, Macro Economist – Zurich & Geneva on 21 Dec 2016. As Germany is rocked by the worse terror attack in decades, this is a summary of long-term thoughts (this strategic editorial from Dec 2016 was updated in Dec 2017 and is relevant for years to come). For years we…

By David Schane, USA – 10 Nov 2016. Dear Christian, Congratulations on your accurate election analysis! I always told my colleagues and friends to not be complacent about a Clinton victory – although for academic honesty I must acknowledge that my family supported Hillary in the end (despite her flaws,…

(A late shift among evangelical and unregistered voters could deliver an upset in favour of Trump) Editorial by Christian Takushi on 4 November 2016 The lead of Clinton has imploded from 6 to only 1.9 points over the past week. More importantly key battleground states are now a perfect tie….

Takushi’s latest tweets

Categories

Stay up to date

Subscribe for our Geopolitcal Updates

Mailing List

If your main residence is outside Switzerland we encourage you to enter your full address, that way you allow us to waive the Swiss VAT of 7.7%. Otherwise, we will charge the Swiss Federal Value Added Tax. We neither share nor sell client information to any external parties.

d) We only release an update when our analysis deviates from consensus.

e) Given the strategic nature of our research, our minimum subscription period is one year.

f) We don’t share client information with external parties. We request only the absolutely necessary data required by Swiss authorities

Site info & Data Privacy Policy

We are an independent geopolitical research boutique. We identify & analyse risks that are underestimated by consensus, but relevant for the economy. Christian Takushi is a Swiss-Peruvian Macro Economist & Geopolitical Strategist. He has served 25 years in the global investment industry, appeared on Bloomberg TV, radio, newspapers, and lectured at elite schools.
We thank all researchers and analysts contributing ideas, research and critical feedbacks. Quality of Analysis & Speed are our top priority.
DATA PRIVACY POLICY:
We take personal data seriously and are highly supportive of the new EU General Data Protection Regulation (EU GDPR). These are key elements of our policy:
- We are committed to remain completely independent
- We collect the absolutely minimum of personal data required by Swiss Authorities.
- We don't sell your personal data nor do we share it with any other party for commercial gain
- We engage an external professional cyber security company
- We use a competent and GDPR-committed newsletter software for safe automatic data processing.
By subscribing to our newsletters and using our research you agree with the standard use of cookies and the processing of your data by a GDPR-compliant data processor.
For more detail, please, see our Terms & Conditions